29 ordspråk av Peter Oppenheimer

Peter Oppenheimer

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All eyes are on the chip sector for any signs of recovery but there is no positive news coming through,

As we anticipated, this pause was even more evident in the March quarter. Our sales teams were not discouraged from telling customers to wait for Intel-based Macs if that was the best thing for the customer.

Each point of market share means $2 billion in top-line revenue.

focus on pre announcements [profit guidance] from companies.

I can't project when supply will meet demand,

I think for a while now people have been scared to be out of TMT [the commonly used acronym for technology-media-telecom stocks, which have tended to rise in tandem recently] and the feeling has really been you have to be there...but now we're getting a dose of reality.

I think that between now and September or October there's not going to be a lot of activity in equity markets. People are not going to be wanting more exposure until we see confirmation of a recovery.

If you look outside the international countries, such as Italy and Spain, China and Korea, market share is much less than in the UK, Japan, Canada, and Australia. We are focused on increasing that share by increasing our local advertising and points of distribution.

Mac unit sales exceeded our internal expectations despite what we believe was a pause in sales associated with the Intel transition.

On reflection, I think the feeling is that he's not just saying interest rates are going up, but that he's also going to do whatever is necessary to slow growth (in the U.S. economy).

The trend will continue until we come through the second-quarter (earnings) season and then we can see how bad it is, but investors are not coming back to those (tech) sectors.

There's so much liquidity in the markets

We are targeting the second-best quarter in the company's history, second only to last quarter, with revenue of about $4.3bn.

We did see what we think was a bit of a pause from some customers associated with the Intel transition.

We expect them to be down a little bit in the June quarter.

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